Podcasts Archive - Page 18 of 88 - Retirement Wisdom

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It’s time for a recap of our best retirement podcast conversations from earlier this year.

As you listen, ask yourself: What if I put this into action?

Ready to learn more?

Here are links to the full conversations:

Stephanie Harrison

Jordan Grumet

Anne Laure Le Cunff

Ethan Kross

Bob Rosen

Judith Nadratowski

Alison Wood Brooks

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Podcast Episodes You May Like

The Very Best of 2024

Best of 2023 – Part Three

The Very Best of 2022

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About The Retirement Wisdom Podcast

There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms.

About Your Podcast Host 

Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.

Connect on LinkedIn

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Marc Cooper thinks you have an important choice to make.  Will you become a wise elder or just someone who’s getting older?

Marc Cooper joins us from Portland, Oregon.

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Bio

Dr. Marc Cooper is a former healthcare consultant, for almost 30 years – at the practice, corporate and organizational levels. Prior to his consulting career, Dr. Cooper was an academician, basic science researcher and practicing periodontist. He felt a shift later in life, leading him to create and lead an organization called the Contemporary Elder Institute. This is a movement to raise awareness around the transformation we all experience as we age – turning knowledge into wisdom – and how it impacts the remainder of our life experience.  On the road to becoming an elder, there are no clear road signs, no GPS to guide the way, and no reliable maps to follow. Navigating this path demands acquiring and cultivating higher wisdom—insights that transcend mere knowledge and shallow appearances.

Marc explores a transformative approach to aging in his book Older to Elder: The Thinking and Being of a Contemporary Elder. He rejects our culture’s predetermined and often detrimental path to late age. Marc champions a new path: a path of strength, contribution, and deep self-worth, the path of a contemporary elder.

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For More on Marc Cooper

Older to Elder: The Thinking and Being of a Contemporary Elder

The Contemporary Elder Institute

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Podcast Episodes You May Like

The Well-Lived Life – Dr. Gladys McGarey

The Pursuit of Wisdom – Ben Lytle

The Measure of Our Age – MT Connolly

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About The Retirement Wisdom Podcast

There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms.

About Your Podcast Host 

Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.

Connect on LinkedIn

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Wise Quotes

On Olders and Elders

“Older is objective and elder is subjective. Older is defined by the culture. This is what happens when you get old. These are the problems that occur….So there’s a certain element of conventional knowledge that people can expand their lives through their health span, their lifespan… That’s distinct from a cultural viewpoint… You would observe it in their language, and you would observe it in their listening. So another is a listener, and another knows certain principles that are practiced that older does not, and one would be that listening is more powerful than speaking, that you listen in a way that allows for the other person to have safety…. So an elder earns the light on a different area. So if you watch them speaking over the fence, the elder is nodding his head or her head and smiling and being warming and bracing in a certain way of this of this individual, bringing a level of humanity that he or she has accomplished, and that is welcome, refreshing, and longed for in the older person.”

On Switchbacks on Your Path

“One of my teachers once said, if you see your steps clearly on the path. it’s the wrong path. If you’ve ever done some hiking, there’s things called switchbacks. And then you keep on climbing and then there’s a switchback and you keep on climbing and there’s a switchback. But I’ve had a lot of switchbacks. And my switchbacks have taken me places that were unexpected. So although having a professional health care career, I also was enmeshed in the Native American Aboriginal world for a while, where elders were present. And so I was able to generate relationships inside of that context, as well as to develop my professional relationships and success in here. And what I saw was missing here was available here. And what was available here wasn’t available there. There was something that was was not linked. So I spent time with elders. And then I trained with a shaman, and his older to elder, when I was not older yet, was in my 50s.Now I think that’s really young. It’s just a spring puppy. In my own consulting arena, I brought that particular set of distinctions there. And then I saw it in myself. I began to see the impact that it had when you’re engaged in different sets of inquiry and questions and understandings.”

On Discovery versus Protection

“Elders are in discovery. I think holders are in protection. How do I protect my assets? How do I protect my health? How do I sit there? There’s a certain shell that older has, that elder has taken off.  People don’t listen as an open element. They already have surmised much and know much….And part of the elders’ beauty is to live in a world where you don’t know. So you’re in wonderment. You take walks and you go in nature and your mind stops and the beauty grabs you and there’s stream water and all of that. And all there knows how to get there in the daily life to be in that arena in that moment where they don’t know. And life’s a mystery. But they’re smart, because they’re learners too. They’re going for deeper understanding, not to protect themselves, but to understand themselves and the world better.”

 

 

You’re more than your job. Much more. But it takes some time to transition once you retire. It can be especially challenging if you were forced to retire. Laverne McKinnon knows what it’s like to process job loss and what it takes to move forward.

Laverne  McKinnon joins us from Los Angeles.

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Bio

Laverne McKinnon’s journey reflects a sincere commitment to helping individuals and organizations rediscover their capacity for impact and creativity. She balances multiple hats, integrating her experience and expertise as both a Career Coach and Grief Recovery Specialist with her extensive background as a Film & Television Producer.

With an understanding that unaddressed setbacks and grief can erode resilience, Laverne specializes in guiding people and companies to reconnect with their core strengths and aspirations. Her approach is grounded in the belief that clarity of values and purpose lies at the heart of fulfillment and meaningful impact.

As an adjunct professor at Northwestern University’s MS Leadership for Creative Enterprises program, Laverne’s highly regarded course on Persuasion & Pitching stands out for its experiential nature, pushing students to engage actively and think on their feet. She imparts the philosophy that pitching is not a contest to be won, but a connection to be made, emphasizing that people invest in individuals before ideas. This philosophy stems from her background as a television programming executive.

A significant portion of Laverne’s career was spent on the corporate side, notably as Senior Vice-President of Drama Development at CBS and Executive Vice-President at EPIX. Her involvement in the CSI and CRIMINAL MINDS series highlights her ability to identify and develop highly commercial and financially lucrative franchises. As the inaugural programming chief for EPIX, she earned the platform its first Emmy nominations. Her tenure as Head of Television at Charlize Theron’s production company, Denver & Delilah, further showcased her ability to bring projects to life including three direct-to-series orders.

As the Executive Producer of the Netflix series GIRLBOSS and co-founder of K&L Productions with filmmaker Kay Cannon, Laverne’s passion for championing marginalized and underserved stories and communities is informed by her Japanese heritage and growing up in a lower-income household. Laverne’s academic foundation, encompassing a BS in Radio-TV-Film from Northwestern University and an MBA from Pepperdine, underscores her commitment to being a lifelong learner. Along with certifications as a coach and grief recovery specialist, she’s also a practitioner of cognitive behavioral therapy and neuro-linguistics.

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For More on Laverne McKinnon

Moonshot Mentor

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Podcast Conversations You May Like

Working Identity – Herminia Ibarra

The Portfolio Life – Christina Wallace

Edit Your Life – Elisabeth Sharp McKetta

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About The Retirement Wisdom Podcast

There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms.

About Your Podcast Host 

Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.

Connect on LinkedIn

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Wise Quotes

On Grief from Job Loss

“I mentioned having worked at CBS for 10 years. And that was an incredible ride. I was promoted every 18 to 24 months and then wound up being the head of drama development, was part of the team that developed the CSI franchise and Criminal Minds. And then I was fired and I did not see it coming. And that was a really rough and abrupt transition. And I also know from talking with people and many of my clients that they’ve also felt an experienced transitions where they’ve been pushed out as opposed to making a choice. And sometimes it also looks like early retirement as well. And that was honestly like my first awareness of like, whoa, transitions can be really challenging and bring up a lot of emotional stuff. And for full disclosure, Joe, I didn’t know what was going on. I didn’t understand my emotional experience. And it took me about 10 years to realize that I was grieving the loss of my job.”

On Visible & Hidden Losses

“In my work in helping people with what I call career grief, also known as professional heartbreak, is that we have visible losses and then we have hidden losses. So the visible losses, I lost my job, I lost my title, I lost my parking spot, I lost benefits. But underneath that are those things that you’re talking about, Joe, about people’s sense of belonging, confidence, esteem, identity, dreams, hopes. And it’s those hidden losses that I think in many ways are more piercing than the visible losses because, yes, I went on to a lot of other fancy pants jobs. But even with those jobs, I still had lost who I was, my identity. It’s like that was ripped away from me. And so I’m so glad that you spotlighted that because it’s one of the first things that we do when we start to look at how do I mourn a career setback is to really examine what are the visible losses and then what are the hidden losses.The first thing is to really recognize that career grief is real, professional heartbreak is real. You and I are not making this up. Bereavement experts actually have a term for this. It’s called disenfranchised grief. And it’s any type of grief that is not publicly acknowledged, socially validated. mourned by a community and And again, this is very anecdotal, but I think that retirement it can have a component of disenfranchised grief If not all of it where some people might say oh How wonderful that you’ve retired without really understanding the losses that come with that whether it’s by choice or or not?”

On Processing Grief

“it’s agency, and tell me, Joe, if I’m defining it in the same way that you are, it” just like, is regaining a sense of control that I actually can make decisions and choices on my own. And so that is, if there are tasks to grief, so there are no rules to grief, everyone grieves uniquely, but there are tasks which are like the acknowledgement of the loss, actually giving oneself permission to mourn, having a mourning process, and then regaining agency. And so some people are head grievers, some people are heart grievers. So heart grievers, I’m a heart griever, I talk about my emotions, I journal, I love to be in group, but I do all sorts of things that allow me to spout out how I feel. Head grievers are less inclined to talk about how they feel. And there’s absolutely nothing wrong with that. There’s no rule. There’s no part of the task of grief that says that you have to talk about your feelings. However, like head grievers will take action in order to help process and to mourn their loss. And in doing that, that’s also regaining agency as well. And so that could be something small, it could be something big, it might be, you know, and these are all things that you’ve talked about quite a bit in your podcast, but it’s, you know, anything from volunteering, from deciding to unretire, it could be finding purpose in a hobby and family and friends. So there’s so many different ways for us to take action and regain a sense of agency.”

 

 

Retirement is what you make of it. Do you have a second-act story as an entrepreneur in you?  Connie Inukai, author of  Retirement: Dream Big, Take Action, Make Money: 10 Amazing Second Act Entrepreneurs Tell Their Story, shares her experience in her second act as an inventor and “Grandmapreneur.”

Connie Inukai joins us from Maryland.

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Bio

As a serial “Grandmapreneur®”, Connie Inukai speaks to retirees or soon-to-be retirees on the benefits of pursuing entrepreneurship in retirement.

Retired from teaching Technical Writing at the University of Maryland and Johns Hopkins University for four decades, Connie Inukai became an award-winning inventor at the age of 68.  Featured in Entrepreneur magazine, “6 Reasons to Pursue Entrepreneurship in Retirement,” Connie encourages Baby Boomers to have an active retirement through business or social entrepreneurship.

She is the creator of Write Your Selfie®, where she inspires people to write their life stories in a fun and easy-to-read format so grandchildren and future generations will enjoy turning the pages to learn about their ancestry and life lessons. She is passionate about working with dementia sufferers and their families to preserve the memoirs of this “invisible” population.

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For More on Connie Inukai

Retirement: Dream Big, Take Action, Make Money: 10 Amazing Second Act Entrepreneurs Tell Their Story

Website –  Grandmapreneur: Inspiring Invention, Ideas, and Impact 

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Mentioned in this Podcast Conversation

SCORE Mentoring Program

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Podcast Conversations You May Like

The Heart of Grandfatherhood – Ted Page

Is Semi-Retirement the Best of Both Worlds? – Liz Weston

Unretired – Mark S. Walton

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About The Retirement Wisdom Podcast

There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms.

About Your Podcast Host 

Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.

Connect on LinkedIn

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Wise Quotes

On Being a Second Act Entrepreneur

“SCORE is very helpful because when I started, when I retired, I was 68 years old and then I was fumbling around with my invention. I knew nothing about anything, but I did learn how to invent a product and I went to SCORE because I had no idea what to do and they’re very good with newbies and I think they didn’t expect a newbie to be my age, but I think I’m older than my SCORE mentor, but he was wonderful and the first thing he did was he told me to write a business plan. Most people who write business plans just use a template and copy it and do nothing with it, but he inspired me, so I wrote a business plan that would actually lead me on my path to my business. I actually have two businesses and now a third business. I have one that I want to be a speaker because I gave a TEDx talk, another for Tip and Split, which is my invention. And the business plan shows how I’m going to develop it.And my third one is for, my third business plan is how I’m going to develop my third product, which is called Write Your Selfie. So I actually used my SCORE mentor to help me write my business plans…If you hire a mentor, they’re very expensive. SCORE is free. So, they’re not doing it for money. They’re doing it because they want to help you.”

The Benefits of Second Act Entrepreneurship

“The main reasons are, first of all, it keeps you mentally active to have a business. And it keeps you physically active. And it keeps you socially active. There are six things, six reasons why it’s good to start a business. The main thing is it keeps you young.”

On Shark Tank – and Why It’s Never Too Late

“So I took an Amtrak to audition for Shark Tank. Now, if that isn’t dreaming big, I don’t know what is. The reason I went there is because I thought this is my time. Because Shark Tank is more than the product, it’s about the person’s story behind the product, and I’m going to compete. There were about 1,000 people pitching, and I assumed I was the oldest one there. I thought, Yay me!, and why not? All I can do is have a good time, meet a lot of people, and have the time of my life. I’ll tell you the hardest thing about the pitch was, I had to stand in line for two hours waiting for a wristband, and I can’t stand up that long. So I bought a folding stool, and I thought, what does every great inventor do? They solve a problem. If I can’t stand up, I was afraid to sit down on the ground because I knew I wouldn’t be able to get back up. So I thought, okay, let me find a solution. So I went on Amazon and I found this great folding stool. And it was actually a great idea. It wasn’t my invention. A lot of people thought that was my invention. No, that’s just something I used. So people think small, no, think big. Because at this age, we’ve been through so much. We’ve had successes, we’ve had failures, we’ve had everything in between. We have nothing to lose. So why not go for it?  I’m 77 and I’m still planning my next invention. I have two more in my head that I’m going to do and they’re going to be great. Is it ever too late? I think that’s old-fashioned. That’s the way people used to look at retirement, that you’re too old and we we can put ourselves on a shelf. Nobody’s putting me on a shelf. Okay, so I think that if you think you’re too old to do something, well don’t talk to me about that. I would encourage you to talk to anybody except me about that.”

 

Is stress bad for you? Yes, but so is too little stress. Sharon Bergquist, MD, author of The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier, shares her research on how good stress, in the right amount and at the right time, can enhance your well-being and longevity.

Dr. Sharon Bergquist joins us from Atlanta.

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Bio

Sharon Horesh Bergquist, MD, is the author of The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier. She is an award-winning physician, innovative healthcare leader, and visionary researcher renowned for spearheading a science-based approach to applying lifestyle as medicine. She has helped lead numerous clinical trials, including the Emory Healthy Aging Study and the NIH-funded Emory Healthy Brain Study. Dr. Bergquist is widely published in peer-reviewed journals and has contributed to over 200 news segments, including Good Morning America, CNN, ABC News, The Wall Street Journal, and NPR. She hosts The Whole Health Cure podcast and her popular Ted-Ed video on how stress affects the body has been viewed over six million times. She received her degrees from Yale College and Harvard Medical School.

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For More on Sharon Bergquist, MD

The Stress Paradox: Why You Need Stress to Live Longer, Healthier, and Happier

Website

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Podcast Conversations You May Like

Tiny Experiments – Anne-Laure Le Cunff

Shift – Ethan Kross

From Cravings to Control – Revamp Your Habits – Dr. Jud Brewer

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About The Retirement Wisdom Podcast

There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You’ll get smarter about the investment decisions you’ll make about the most important asset you’ll have in retirement: your time.

About Retirement Wisdom

I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of their next life. A meaningful retirement doesn’t just happen by accident.

Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms.

About Your Podcast Host 

Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy.

Connect on LinkedIn

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On Good Stress and Bad Stress

“You can tell a lot about the difference between good stress and bad stress by looking at studies on retirement because there’s such a discrepancy between the studies, some showing that some people live longer and live better when they retire and some people actually do better if they work past retirement age. And when you look at the difference, it really comes down to the nature of their job. If people are working in jobs that are joyful, purposeful, very reward driven, they tend to do better working past retirement age. And people who feel chronically stressed, overwhelmed by their work, there’s no joy, low reward, they tend to do better to retire. And that begins to tell you a lot about good stress and bad stress.”

On Stress

“So essentially, good stressors are stressors that are mild to moderate. In terms of intensity, they are generally brief or intermittent, where you are exposed to the stress and then there’s a period of recovery. And their nature is that they’re aligned with your belief system, they’re meaningful, they contribute to a greater good. And the bad stressors that are harmful, in nature, they’re more intense. They can be very overwhelming. Their duration is usually chronic, it goes on continuously. And generally, they’re the ones that drain you, there’s not as much of a sense of purpose or reward. And they leave you feeling exhausted and burnt out.”

On the Benefits of Good Stress

“We have this natural ability to heal our bodies, to regenerate. And good stress is the mechanism that signals our body to activate these healing systems. The benefits of good stress I think are really having come to light in mainstream because we focus a lot on how we need to reduce our exposure to things that are harming our health. So in our Western environment we know that processed foods, sedentary, loneliness, chronic stress are all factors that are chipping away at our health and there’s tremendous focus on reducing these exposures. What we don’t talk enough about is that we have the ability build health to counter the effects of these harmful stressors in our lives. And that’s what good stressors are trying to do. So I think of it as building a bank account. So these harmful stressors are withdrawing money out of your bank account. And the good stressors are making deposits because they’re repairing the damage. They’re helping you build reserve and resilience.And that in turn helps reduce your risk of disease. It also slows your aging process. So those are the fundamental benefits. And so much of disease and the aging process is rooted in decline in our repair and regenerative systems. And that results in cellular damage. So we have this ability to kind of slow that process with aging to slow what happens to these repair mechanisms from the exposure that are occurring from our daily life and live such a happier and longer life.”

The Five Good Stressors

“The five key stressors that we know that can activate our repair and regenerative systems and help us live longer and disease-free are plant chemicals that mildly stress our cells, exposure to brief intervals of high intensity activity, thermal stress from heat and cold, fasting stress, reducing incoming nutrients in a pattern that aligns with our circadian biology and good mental and emotional challenges that help us thrive.”